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Plan Early — Enjoying Your Sarasota, FL Retirement

Dec 17, 2019
Florida is one of the biggest hotbeds in the US for retirees and snowbirds alike. Sarasota, FL is a retiree's paradise. Warm ...
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Things to Consider About Cash Balance Retirement Plans

May 21, 2019
As a business owner, exploring cash balance plans may be beneficial to you and your employees. A cash balance plan is a ...
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What Are Qualified Retirement Plans and Why They Matter to Employers

May 8, 2019
Offering strong benefits—such as solid retirement options—is one step you can take to remain the best employer option for ...
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Guide to Estate Planning for Business Owners

Apr 9, 2019
With your business being one of the most valuable assets within your estate, it’s never too early to start considering what will ...
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Year-End Round Up: Our Top Must-Read Posts of 2018

Dec 28, 2018
As we wrap up 2018, we can’t help but to reflect on the myriad of content we’ve shared throughout the year to help you achieve ...
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Retirement Planning Options for Your Business: The Difference Between Cash Balance and 401(k) Plans

Dec 5, 2018
Today’s business owners are tasked with a significant challenge: Attracting (and retaining) the best talent while simultaneously ...
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Is a Cash Balance Plan Right for My Business?

Nov 20, 2018
If you are a business owner, you need to make important decisions about employee benefits that will help you attract and retain ...
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Building An Adequate Fund Line-Up for Your Company's 401(K) Plan

Oct 12, 2018
The main reason for running a 401(k) plan is to provide a way for your employees to build a retirement nest egg through ...
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Participant Loans in Defined Contribution Plans: Key Pros and Cons for Your Business

Oct 4, 2018
The decision to offer participant loans in defined contribution (DC) plans is complex and requires careful consideration. As an ...
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Caldwell Trust Company was founded in November of 1993 to provide personal, traditional and independent trust services.

Sarasota Office

941-926-9336


27 South Orange Avenue
Sarasota, Florida 34236

Venice Office
Corporate Headquarters

941-493-3600


1400 Center Road
Venice, Florida 34292

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